Fortune - USA (2021-10 & 2021-11)

As a CFP® professional, I’m all about risk comfort zones and consider

current catalysts, future opportunities and dangers in an eff ort to meet my

clients’ needs. With over 19 years’ experience, I look forward to providing

holistic wealth management investment strategies to help you. Expanding

awareness in the diversity and inclusion areas, I’m Founding President of

Women’s Symposium of Southern California (WSSC), improving the quality

of life and fi nancial independence of women through comprehensive

interactive events and programs. Learn more at http://www.wssocal.org.

Marah Fineberg-Kuck

CFP®, CRPC®, First Vice President – Investment Officer

3020 Old Ranch Parkway, Suite 190 • Seal Beach, CA 90740

O ce: 562-493-7604 • marah.fi [email protected]

home.wellsfargoadvisors.com/marah.fi neberg

FIVE STAR WEALTH MANAGER AWARD WINNER

Embrace

Tomorrow

WINNERYEAR^8

Tish has been in the financial services industry for over 18 years

and is the founder and president of TEG Wealth Advisors. Tish

uses a unique, comprehensive financial planning process that

integrates behavioral finance and consultation to allow her

clients to experience the process of financial planning while also

discussing the emotional aspects of finance.

Tish Gray

CRPC®

FIVE STAR WEALTH MANAGER AWARD WINNER

5057 Keller Springs Road, Suite 100 • Addison, TX 75001

Phone: 972-764-5290 • [email protected]

tegwealthadvisors.com/team/tish-gray

Lisa Roccaforte

Senior Vice President, CFP®

FIVE STAR WEALTH MANAGER AWARD WINNER

4510 Cox Road, Suite 102 • Glen Allen, VA 23060

Phone: 804-270-4470

[email protected]

http://www.themainstreetgroup.com

The Main Street

Group

• 2017 – 2020 Five Star Wealth Manager


• CFP® professional

WINNERYEAR^4

Lisa is passionate about helping families achieve both their short-

term and long-term financial goals. No matter where they are on

their financial journey, Lisa is there to assist every step of the way.

Women are managing their money on their own and on their

terms. Define success on your terms, achieve it by your own rules

and build a life you are proud to live. Ethel J. Davis is the CEO and

portfolio manager of VZD Capital Management LLC, located in

Overland Park, Kansas. She is the first African American woman

to own 100% of a Registered Investment Advisory firm in the

Midwest and only a few within the United States.

Ethel J. Davis

CEO, Portfolio Manager

6721 W 138th Terrace, Suite 1711 • Overland Park, KS 66223

Phone: 816-726-7066

[email protected] • wwww.vzdcap.com

A True Influencer

FIVE STAR WEALTH MANAGER AWARD WINNER

WINNERYEAR^7

FIVE STAR WEALTH MANAGER AWARD WINNER

Laura Steinbeck

For nearly 20 years, Laura has been providing solutions and assisting her clients in achieving

their financial dreams. Focused on financial planning, divorce planning, tax strategies and

investment management, Laura serves as the trusted resource for all aspects of her clients’

financial lives and treasures the lasting relationships that are built through that trust.

111 Deerwood Rd., Ste. 175 • San Ramon, CA 94583

Phone: 925-660-6044 • [email protected]

http://www.pacwealthplan.com

CFP®, ChFC®,CDFA®, Founder, Financial Advisor, Lic. 4468338

WINNERYEAR^9 Plan Today, Secure Tomorrow